Forms

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Complete & Print Forms - You can complete most of the forms listed below right on your computer before you print. Simply click on a field in the form and type in the appropriate information. Then print the completed form, sign and mail it to Carpenters Trusts. These printable forms are in PDF format. To read and print them, you need the free Adobe Reader (which is probably already installed in your system). Click here if you do not have Adobe Reader installed on your system.

Retirement

Enrollment Application - Pension — To name a beneficiary you must complete this form for the Carpenters Retirement Plan and the Carpenters Individual Account Pension Plan. Please mail this form to: Carpenters Trusts of Western Washington. The mailing address, website and telephone number are on the reverse side of this form.

Application For 401(k) Contributions — If you qualify and would like to make 401(k) contributions to the Carpenters Individual Account Pension Plan, please complete this application and return it to Carpenters Trusts in Seattle. Please provide a copy of the form to your employer(s).

IRA Distribution — If you would like to have all or a portion of your Carpenters Individual Account Pension Plan transferred to an Individual Retirement Account (IRA) or to another qualified plan, please complete this form in its entirety and return it to Carpenters Trusts with your election form.

Application For Direct Deposit — To apply for Direct Deposit you must complete this form and mail or fax it to Carpenters Trusts. The fax number is (206) 267-0652.

Special Tax Notice Regarding Plan Payments — This notice explains how you can continue to defer federal income tax on your retirement savings in the plan and contains important information you will need before you decide how to receive your plan benefits.

Retroactive Payment — If the Election of Retirement Benefits form was provided to you after the retirement effective date requested by you on your application, you must make an affirmative election to commence benefits retroactive to the retirement effective date that requested. To make this election, please fill out this form.